Customizing Your Strategic Planning Process

Image of a group of smiling business people at a meeting

Course Details

60 to 90 minutes


$35 (US funds)

About the Course

When a strategic plan sits untouched on a shelf, it’s because the planning was not customized to the client’s organization. This course shares practical models, guidelines and handouts to quickly customize a planning process that will produce a relevant, realistic and flexible strategic planning process.

This course can be completed as a stand-alone or as a part of the Certificate-Series Facilitating Strategic Planning.

Learning Outcomes
  • Determine if your organization is ready for the Strategic Planning process
  • Organize the most useful and engaged Strategic Planning Committee to ensure a high-quality planning process for your organization
  • Select the most appropriate model of Strategic Planning to meet the needs of your organization
  • Engage the wisdom and expertise of your Board members to strengthen strategic thinking and discussion
  • Outline the role of facilitator to ensure the role provides the expertise and approach needed for an effective planning process
  • Gain buy-in and commitment of your employees to the planning and implementation process
  • Equip your planners to customize the planning process to the unique needs of your organization and its members
Tools & Resources
  • Training Video
  • Pre and Post Assessments
  • Learning Journal
  • Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)

Downloadable Resources

  • Template to Customize Your Strategic Planning Process
  • How to Ensure You Are Really Ready for Strategic Planning
  • How to Organize Your Strategic Planning Committee
  • How to Ensure Your Board is Involved in Strategic Planning
  • How to Select the Best Model for Your Strategic Planning
  • How to Plan the Facilitation Role
  • How to Match Your Planning Process to Your Organization’s Cultures
  • How to Train Your Planners About Their Strategic Planning Process
  • How to Get Strong Buy-In to Your Strategic Planning
  • How to Budget for Your Planning

How it Works: To Enroll & Get Started

Enrollment Instructions

1-icon Create your account. Go to CDI’s learning site. Read the brief “Welcome” section and click on “Create new account”.
2-icon Select a course or series. Click on CDI’s Catalog of Courses and Certificate-Series, and select the desired course or series.
3-icon Enroll. Click on “Enroll me” in the course or series. Use Paypal for major credit cards, or enter an enrollment key if you have one.

Log-in & Learning Instructions

4-icon Log in. If you are not already logged in, then log into CDI’s learning site, using your username and password.
5-icon Start your course. Click on your course in the upper right. (For a series, follow the specified order of courses.) In the course, follow “Start Here”.
6-icon Proceed at your own pace. Interact with others in the discussion group. For support, see CDI Help Center. Email us if you finished a Certificate.


Got a question? Want to talk to us?

Contact CDI at or its sponsoring organization, Authenticity Consulting, LLC, at (763) 971-8890.